2023 Form 5500 filing — Montana Teamsters - Contractors / Employers Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250415203007NAL0006823600001) for Montana Teamsters - Contractors / Employers Trust, reported by Montana Teamsters - Contractors / Employers Board Of Trustees under EIN 93-6021474 and plan number 501. It reports 1,802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$39.1MReported net assets$39,145,315

Participants1.8K1,802

Provider compensation$2M17 Schedule C row(s)$1,976,942

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250415203007NAL0006823600001
Plan sponsor: Montana Teamsters - Contractors / Employers Board Of Trustees
EIN: 93-6021474
Plan number: 501
Location: Seattle, WA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$45.7M total assets

Net assets$39.1MLiabilities$6.6M

Money in vs. money out

Total income / additions$32.8M

Total expenses$28.1M

Benefits paid / distributions$26.1M

Contributions

Employer$29M

Participant$1.1M

Full reported line items

Total assets (EOY): $45,748,790
Total liabilities (EOY): $6,603,475
Net assets (EOY): $39,145,315
Employer contributions: $29,031,919
Participant contributions: $1,085,374
Total income / additions: $32,832,787
Benefits paid: $26,056,951
Administrative expenses: $2,043,448
Total expenses: $28,100,399
Net increase / (decrease): $4,732,388

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Northwest Administrators, Inc.$825K
THIRD PARTY ADMINISTRATOR · Direct $825K
2
Premera$547.9K
CLAIMS ADMIN/PPO ACCESS · Direct $547.9K
3
Innovative Care Management$148.7K
CLAIMS AUDITING · Direct $148.7K
4
Washington Capital Management, Inc.$85.3K
INVESTMENT ADVISOR/MGR · Direct $85.3K
5
Withum Smith Brown$57K
PAYROLL AUDITOR · Direct $57K
6
Propel Insurance$47.9K
CONSULTANT · Direct $47.9K
7
Lockton Companies, LLC$42K
CONSULTANT/RX BENEFIR MGT · Direct $42K
8
Us Bank$39K
CUSTODIAN/INV. MANAGER · Direct $39K · Indirect $0
9
Barlow Coughran Morales & Josephson$35.3K
LEGAL COUNCEL · Direct $35.3K
10
Delta Dental Of California$33.6K
DENTAL ADMIN FEE · Direct $33.6K
11
Cvs/Caremark$29.4K
RX CLAIMS PROCESSING · Direct $29.4K
12
Wells Fargo Bank$26.1K
BANKING · Direct $26.1K
13
Milliman Usa$20K
ACTUARY · Direct $20K
14
Vision Service Plan$17.6K
VISION SERVICE PLAN · Direct $17.6K
15
Bjorklund & Montplaisir$9.6K
AUDITOR · Direct $9.6K
16
Audit Services, Inc.$7.4K
PAYROLL AUDITOR · Direct $7.4K
17
Platform, Cpas, LLC$5.1K
AUDITOR · Direct $5.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415203007NAL0006823600001 cover?: It is the 2023 Form 5500 filing for Montana Teamsters - Contractors / Employers Trust, reported by Montana Teamsters - Contractors / Employers Board Of Trustees (EIN 93-6021474).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).